# STOLZ & ASSOCIATES, PS

STOLZ & ASSOCIATES, PS of TACOMA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 117216
- Type: SEC-registered investment adviser
- SEC file number: 801-117720
- Location: 3102 RUSTON WAY, SUITE A, TACOMA, WA, 98402
- Phone: (253) 272-3441
- Latest filing: 2026-02-27
- Regulatory AUM: $282.2M
- Discretionary AUM: $253.2M
- Non-discretionary AUM: $29.0M
- Clients: 5
- Accounts: 568

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Teresa Robinson | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Andrew Christopher Stolz | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| STOLZ ANDREW CHRISTOPHER | PRESIDENT AND CHIEF INVESTMENT OFFICER; VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; WEALTH PLANNER | — |
| STOLZ DAVID ARTHUR | PRESIDENT; VICE PRESIDENT | — |
| ROBINSON MICHELLE TERESA | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117216/similar
- Related entities: https://search.stillhousedata.com/firm/117216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.